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大和:安東油服(3337.HK)受累伊拉克減產 降目標至0.53港元
格隆匯 04-22 13:37

大和總研發表研究報告表示,伊拉克減產推遲了安東油田服務(3337.HK)未來的海外訂單積壓,加上石油輸出國組織協議達成後,油價沒有回升,將其目標價由0.6港元下調至0.53港元,將評級由“優於大市”下調至“持有”。

該行指,伊拉克是安東最大的海外收入來源,儘管減產應該限制了對公司目前油田服務(OFS)運營的影響,但鑑於新項目如Majnoon第二期停工,未來對OFS的需求可能會受到限制。

該行續指,公司將於4月份公佈的首季業績將會疲軟,公司可能會對今年的前景看法黯淡。然而,由於國內天然氣勘探與生產資本支出出現上升週期,公司將會將重心轉移回中國。

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